Gifting in Uncertain Times
Speakers: Caroline McKay, JD, LLM, AVP and Counsel with the Advanced Markets Group, John Hancock Insurance
Year: 2020
Body of Knowledge:
Estate Planning/Wealth Transfer
Competence: Broad |
Level: Basic |
Session Rating: 4.80
With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates/family in the long run.